2023 Form 5500 filing — Crews & Associates Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918150927NAL0004521777001) for Crews & Associates Inc. 401(K) Plan, reported by Crews & Associates Inc. under EIN 71-0522369 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918150927NAL0004521777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crews & Associates Inc.
- EIN
- 71-0522369
- Plan number
- 001
- Location
- Little Rock, AR
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,122,903
- Net assets (EOY)
- $42,122,903
- Employer contributions
- $453,561
- Participant contributions
- $1,594,840
- Total income / additions
- $8,541,319
- Benefits paid
- $1,908,876
- Administrative expenses
- $102,705
- Total expenses
- $2,011,581
- Net increase / (decrease)
- $6,529,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Wealth Advisors LLC | NONE | $67,257 | not reported in the loaded dataset |
| The Newport Group | NONE | $25,958 | not reported in the loaded dataset |
| The Newport Trust Group | NONE | $9,790 | not reported in the loaded dataset |